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To: Sonki who wrote (21080)9/28/1998 11:13:00 PM
From: Sonny McWilliams  Read Replies (1) | Respond to of 27012
 
Hello Sonki. Um. I wrote you a nice long message about Merck and stuff right after you posted but got knocked off the cpt somehow. I tried sev. times to make it back on but no luck.

Anyhow, to your question why Merck is so weak I can only reply: It must be because it has been said that BMY and Agouron Pharm seem to have a better AIDS drug. Well, maybe not better but their drug has to be taken less frequently. I am sure that is the reason that Merck is going down while BMY is going up. I have not checked on Agouron's stock price. Should you buy more Merck? Well, should it go down much more I will. Merck still has a great pipeline and their AIDS drug is not dead.

As far as stocks I am buying are concerned, I am still looking to buy CPQ. I sold it close to 35 and have time to buy in before it goes past that price. I thought for a moment I would have to get in today but then the market lost some of its steam and after it came back again, CPQ did not participate. Now I will wait and see what tomorrow brings after Greenspan speak. BTW, an Analyst from A.G. Edwards mentioned today that his fav. stocks are CPQ and WLA.

I ventured into Real Networks RNWK today. It had moved already quite a bit before I took the plunge but at least I did not buy it at its high. I have been watching this company for quite some time and as usual just watching has cost me. It's about 15 higher from when I got real interested. Don't take this as a recomm. I have no idea what the stock will do tomorrow after it has moved so much today. But you may want to keep an eye on it. It may come down again. Of course I am not hoping for it. Are you using Audio? I love it. It used to be Real Audio if you can remember.

SAP did pretty well today. The German markets were up also. The elections have not done any damage to the markets and maybe that new Chancellor won't be anti industry. Industry leaders are already a bit worried. They are calling for budget restraint and no new taxes directed towards business.

Sure hope Mr. Greenspan gives us at least a 0.25 rate cut.

Sonny